Companies covered: Penn National Gaming, Inc. (NASDAQ:PENN), Melco Crown Entertainment Limited (NASDAQ:MPEL), Las Vegas Sands Corp. (NYSE:LVS), Wynn Resorts, Limited (NASDAQ:WYNN), Hilton Worldwide Holdings Inc. (NYSE:HLT), Marriott International (NASDAQ:MAR), Wyndham Worldwide Corp (NYSE:WYN), MGM Resorts International (NYSE:MGM), Netflix, Inc. (NASDAQ:NFLX), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Extended Stay America, Inc. (NYSE:STAY), AMC Entertainment Holdings, Inc. (NYSE:AMC), AMAYA INC (NASDAQ:AYA), Hyatt Hotels Corporation (NYSE:H), Brunswick Corporation (NYSE:BC), Thor Industries, Inc. (NYSE:THO), Harley-Davidson, Inc. (NYSE:HOG), Vista Outdoor Inc (NYSE:VSTO), Polaris Industries Inc. (NYSE:PII), Arctic Cat Inc. (NASDAQ:ACAT), Honda Motor Company, Ltd. (NYSE:HMC), Yamaha Motor Co., Ltd. (TYO:7272), BRP Inc (TSE:DOO), Smith & Wesson Holding Corporation (NASDAQ:SWHC), Nautilus Group, Inc. (The) (NYSE:NLS), Monarch Casino & Resort, Inc. (NASDAQ:MCRI)
